DOSSIER · 13F-HR · Q1 2026

Chicago Wealth Management, Inc.

$251M in tracked AUM across 59 positions as of Q1 2026.

CW
CIK 0001592178 · last filed Mar 31, 2026
Total AUM
$251M
as of Q1 2026
Holdings
59
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Chicago Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITA
ISHARES TR
$16M74K6.5%
02
SOXX
ISHARES TR
$15M46K6.0%
03
XLI
SELECT SECTOR SPDR TR
$14M87K5.6%
04
IGF
ISHARES TR
$14M209K5.6%
05
IDV
ISHARES TR
$14M325K5.5%
06
REMX
VANECK ETF TRUST
$13M148K5.2%
07
ILF
ISHARES TR
$13M367K5.2%
08
VGK
VANGUARD INTL EQUITY INDEX F
$12M142K4.7%
09
VPL
VANGUARD INTL EQUITY INDEX F
$11M112K4.4%
10
PAVE
GLOBAL X FDS
$10M195K4.0%

Filing history

2026Q1Mar 31
$251M 0.7%
59 positionsView →
2025Q4Dec 31
$249M 8.4%
53 positionsView →
2025Q3Sep 30
$229M 9.3%
50 positionsView →
2025Q2Jun 30
$210M 10.0%
48 positionsLocked
2025Q1Mar 31
$191M 0.9%
48 positionsLocked
2024Q4Dec 31
$193M 2.7%
50 positionsLocked
2024Q3Sep 30
$187M 7.8%
49 positionsLocked
2024Q2Jun 30
$174M 3.3%
49 positionsLocked
2024Q1Mar 31
$168M 15.0%
48 positionsLocked
2023Q4Dec 31
$146M 15.3%
44 positionsLocked
2023Q3Sep 30
$127M 3.3%
40 positionsLocked
2023Q2Jun 30
$131M 4.2%
40 positionsLocked
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